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SHP Wealth Management’s MSCI MSCI Stock Holding History

SHP Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.3K Sell
58
-4
-6% -$2.26K ﹤0.01% 605
2025
Q4 		$35.6K Buy
+62
New +$34.8K ﹤0.01% 553

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's MSCI Position: Q1 2026 in Review

SHP Wealth Management reduced its MSCI (MSCI) stake by 6.5% in Q1 2026, selling an estimated $2.26K and leaving 58 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

SHP Wealth Management first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $35.6K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • SHP Wealth Management held 58 shares of MSCI worth $31.3K as of Q1 2026.
  • SHP Wealth Management sold 4 MSCI shares in Q1 2026, an estimated $2.26K.
  • MSCI made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #605 holding.
  • SHP Wealth Management first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's MSCI position peaked at $35.6K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.